Legal & General Group’s TWFG Inc TWFG Stock Holding History

Legal & General Group’s Portfolio TWFG Stock Details TWFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,000	Closed	-$136K	–	3402
2024 Q3	$136K	Buy	+5,000	New	+$130K	﹤0.01%	2710

Other funds holding TWFG

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legal & General Group's TWFG Position: Q4 2024 in Review

Legal & General Group sold out of TWFG Inc (TWFG) in Q4 2024, closing a stake of 5,000 shares — an estimated $136K sold.

Legal & General Group first reported a position in TWFG in Q3 2024 and held it in 1 quarter. The position peaked at $136K in Q3 2024. 76 funds tracked by Wall St. Rank hold TWFG as of Q4 2024.

Legal & General Group reported no remaining TWFG Inc position as of Q4 2024 after selling out during the quarter.
Legal & General Group sold 5,000 TWFG Inc shares in Q4 2024, an estimated $136K.
Legal & General Group first reported a position in TWFG Inc in Q3 2024 and held it in 1 quarter.
Legal & General Group's TWFG Inc position peaked at $136K in Q3 2024.
76 funds tracked by Wall St. Rank held TWFG Inc as of Q4 2024.

Based on Legal & General Group's 13F filing for Q4 2024, filed 13 Feb 2025.